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accounting workflows

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This commit is contained in:
Thanakorn S
2026-05-20 10:17:02 +07:00
parent 04a683bd02
commit 7396db6ffc
199 changed files with 23539 additions and 5345 deletions
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app/order/manage_invoice.php
+125 -97
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@@ -42,6 +42,8 @@
<th>Product</th>
<th class="text-end">Qty</th>
<th class="text-end">Unit Price</th>
<th class="text-end" style="width:60px;">Tax%</th>
<th class="text-end">Tax Amt</th>
<th class="text-end">Total</th>
</tr>
</thead>
@@ -93,15 +95,31 @@
<span class="text-muted">Contact:</span>
<span class="ms-1 fw-semibold" id="display_contact"></span>
</div>
<div class="mb-2 small">
<span class="text-muted">Department:</span>
<span class="ms-1" id="display_department">—</span>
</div>
<div class="mb-2 small">
<span class="text-muted">Issued:</span>
<span class="ms-1" id="display_issued"></span>
</div>
<div class="mb-2 small">
<div class="mb-2 small" id="due_date_row">
<span class="text-muted">Due:</span>
<input type="text" id="due_date" class="form-control form-control-sm ms-1 d-inline-block"
style="width:140px;" placeholder="DD/MM/YYYY">
</div>
<div class="mt-3 small">
<span class="text-muted">GL Formula:</span>
<div class="d-flex gap-1 mt-1">
<select id="formula_id" class="form-select form-select-sm">
<option value="">— None —</option>
</select>
<button class="btn btn-outline-secondary btn-sm px-2" id="btn_save_formula"
onclick="save_formula()" title="Save formula">
<i class="ti ti-device-floppy"></i>
</button>
</div>
</div>
<div class="mt-3 small">
<span class="text-muted">Notes:</span>
<textarea id="notes" class="form-control form-control-sm mt-1" rows="2"></textarea>
@@ -118,32 +136,15 @@
<i class="ti ti-device-floppy me-1"></i>Save
</button>
<button class="btn btn-success w-100" id="btn_issue"
onclick="issue_invoice()">
<i class="ti ti-send me-1"></i>Issue Invoice
</button>
<button class="btn btn-outline-secondary w-100" id="btn_print"
onclick="print_invoice()">
<i class="ti ti-printer me-1"></i>Print / Save PDF
</button>
<!-- Status selector (issued and above) -->
<div class="" id="invoice_status_group">
<label class="form-label small text-muted mb-1">Invoice Status</label>
<div class="d-flex gap-2">
<select id="invoice_status_select" class="form-select form-select-sm">
<option value="1">Issued</option>
<option value="2">Paid</option>
<option value="3">Overdue</option>
<option value="4">Void</option>
</select>
<button class="btn btn-sm btn-outline-primary text-nowrap"
onclick="update_invoice_status($('#invoice_status_select').val())">
<i class="ti ti-check"></i>
</button>
</div>
</div>
<button class="btn btn-outline-danger w-100" id="btn_void"
onclick="void_invoice()">
<i class="ti ti-ban me-1"></i>Void Invoice
</button>
</div>
@@ -157,6 +158,7 @@
<?php require '../include_ending.php'; ?>
<script>
// custom.js globals: format_number()
var invoice_id = <?php echo $invoice_id; ?>;
var invoice_data = null;
@@ -166,17 +168,34 @@
const map = {
'invoice': '<span class="badge bg-primary">Invoice</span>',
'credit_note': '<span class="badge bg-warning text-dark">Credit Note</span>',
'debit_note': '<span class="badge bg-info text-white">Debit Note</span>',
'supplier_credit_note': '<span class="badge bg-info text-white">Supplier Credit Note</span>',
};
return map[doc_type] ?? '—';
}
function invoice_status_badge(status) {
function is_invoice_overdue(status, due_date) {
if (String(status) !== '1' || !due_date) return false;
var d = new Date();
var today = d.getFullYear() + '-' + String(d.getMonth() + 1).padStart(2, '0') + '-' + String(d.getDate()).padStart(2, '0');
return due_date < today;
}
function invoice_status_badge(status, due_date, payment_state, doc_type) {
if (payment_state === 'partial') {
return '<span class="badge bg-warning text-dark">Partial</span>';
}
if (payment_state === 'paid') {
return doc_type === 'credit_note'
? '<span class="badge bg-success">Settled</span>'
: '<span class="badge bg-success">Paid</span>';
}
if (is_invoice_overdue(status, due_date)) {
return '<span class="badge bg-danger">Overdue</span>';
}
const map = {
'0': '<span class="badge bg-secondary">Draft</span>',
'1': '<span class="badge bg-info text-white">Issued</span>',
'2': '<span class="badge bg-success">Paid</span>',
'3': '<span class="badge bg-danger">Overdue</span>',
'4': '<span class="badge bg-light text-dark">Void</span>',
};
return map[String(status)] ?? '—';
@@ -184,31 +203,26 @@
function set_mode(inv) {
var status = parseInt(inv.status);
var doc_type = inv.doc_type;
var is_invoice = doc_type === 'invoice';
var is_draft = status === 0;
var is_active = status >= 1 && status <= 3;
var status = parseInt(inv.status);
var doc_type = inv.doc_type;
var is_invoice = doc_type === 'invoice';
var is_cn = doc_type === 'credit_note';
var is_draft = status === 0;
var is_void = status === 4;
var is_editable = is_draft && (is_invoice || is_cn);
// Fields editable only on draft invoice
$('#due_date, #notes').prop('disabled', !(is_draft && is_invoice));
// Due date only relevant for invoices
$('#due_date_row').toggleClass('d-none', is_cn);
$('#due_date, #notes').prop('disabled', !is_editable);
// Save + Issue
var is_draft_invoice = is_draft && is_invoice;
var not_invoice_hint = doc_type !== 'invoice' ? 'Only original invoices can be edited' : '';
set_btn_state('#btn_save', is_draft_invoice,
not_invoice_hint || 'Only draft invoices can be edited');
set_btn_state('#btn_issue', is_draft_invoice,
not_invoice_hint || (status > 0 ? 'Invoice has already been issued' : 'Only draft invoices can be issued'));
// Status selector
var can_change_status = is_active && is_invoice;
var status_hint = !is_invoice ? 'Status cannot be changed on credit/debit notes'
: status === 0 ? 'Issue the invoice first before changing status'
: status === 4 ? 'Invoice is void' : '';
$('#invoice_status_select').prop('disabled', !can_change_status);
var not_editable_hint = (!is_invoice && !is_cn) ? 'Only invoices and credit notes can be edited' : '';
set_btn_state('#btn_save', is_editable,
not_editable_hint || 'Only draft documents can be edited');
set_btn_state('#btn_void', is_invoice && status >= 1 && status !== 4,
!is_invoice ? 'Only original invoices can be voided'
: status === 0 ? 'Invoice has not been issued yet'
: status === 4 ? 'Invoice is already void' : '');
}
@@ -225,12 +239,32 @@
$('#page_title').text(inv.invoice_number);
$('#badge_doc_type').html(doc_type_badge(inv.doc_type));
$('#badge_status').html(invoice_status_badge(inv.status));
$('#badge_status').html(invoice_status_badge(inv.status, inv.due_date, inv.payment_state, inv.doc_type));
$('#display_contact').text(inv.contact_name || '—');
$('#display_department').text(get_dept_label(inv.department_id));
$('#display_issued').text(format_date(inv.issued_date) || '—');
$('#due_date').val(inv.due_date ? format_date(inv.due_date) : '');
$('#notes').val(inv.notes || '');
var gl_type = inv.doc_type === 'credit_note' ? 'sales_credit_note' : 'sales_invoice';
var selected_formula = inv.formula_id || '';
ajax_request({
url: '<?php echo $server_url?>accounting/api/engine/account_formula.php',
autoPrepare: true,
checkRequired: 0,
action: 'get_by_type',
data: { document_type: gl_type },
onSuccess: function(fres) {
var opts = '<option value="">— None —</option>';
$.each(fres.output || [], function(i, f) {
var sel = String(f.id) === String(selected_formula) ? ' selected' : '';
opts += '<option value="' + f.id + '"' + sel + '>' + escape_html(f.formula_name) + '</option>';
});
$('#formula_id').html(opts);
}
});
$('#btn_save_formula').prop('disabled', parseInt(inv.status) === 4);
if (inv.order_id) {
$('#link_order')
.attr('href', '<?php echo $server_url?>order/manage_order.php?id=' + inv.order_id)
@@ -244,19 +278,29 @@
tbody += `<tr>
<td>${item.product_name || item.product_sku}</td>
<td class="text-end">${format_number(item.quantity, 2)}</td>
<td class="text-end">${format_number(item.price, 2)}</td>
<td class="text-end">${format_number(item.unit_price, 2)}</td>
<td class="text-end">${format_number(item.tax_rate, 2)}</td>
<td class="text-end">${format_number(item.tax_amount, 4)}</td>
<td class="text-end">${format_number(item.total_price, 2)}</td>
</tr>`;
});
$('#item_tbody').html(tbody);
// Totals
var is_draft = parseInt(inv.status) === 0;
var is_editable_doc = inv.doc_type === 'invoice' || inv.doc_type === 'credit_note';
var tax_adj_val = parseFloat(inv.tax_adjustment) || 0;
var tax_adj_cell = (is_draft && is_editable_doc)
? `<input type="number" id="tax_adjustment" class="form-control form-control-sm text-end d-inline-block" style="width:90px;" min="-0.3" max="0.3" step="0.01" value="${tax_adj_val.toFixed(2)}">`
: `${format_number(tax_adj_val, 2)}`;
var tfoot = `
<tr><td colspan="3" class="text-muted border-bottom-0">Subtotal</td><td class="text-end border-bottom-0">${format_number(inv.subtotal, 2)}</td></tr>
<tr><td colspan="3" class="text-muted border-bottom-0">Discount</td><td class="text-end border-bottom-0">${format_number(inv.discount, 2)}</td></tr>
<tr><td colspan="3" class="text-muted border-bottom-0">Tax</td><td class="text-end border-bottom-0">${format_number(inv.tax, 2)}</td></tr>
<tr><td colspan="3" class="text-muted">Shipping</td><td class="text-end">${format_number(inv.shipping_fee, 2)}</td></tr>
<tr><td colspan="3" class="fw-bold">Grand Total</td><td class="text-end fw-bold">${format_number(inv.grand_total, 2)}</td></tr>`;
<tr><td colspan="5" class="text-muted border-bottom-0">Subtotal</td><td class="text-end border-bottom-0">${format_number(inv.subtotal, 2)}</td></tr>
<tr><td colspan="5" class="text-muted border-bottom-0">Discount</td><td class="text-end border-bottom-0">${format_number(inv.discount, 2)}</td></tr>
<tr><td colspan="5" class="text-muted border-bottom-0">Tax</td><td class="text-end border-bottom-0">${format_number(inv.tax, 2)}</td></tr>
<tr><td colspan="5" class="text-muted border-bottom-0">Tax Adj.</td><td class="text-end border-bottom-0">${tax_adj_cell}</td></tr>
<tr><td colspan="5" class="text-muted">Shipping</td><td class="text-end">${format_number(inv.shipping_fee, 2)}</td></tr>
<tr><td colspan="5" class="fw-bold">Grand Total</td><td class="text-end fw-bold">${format_number(inv.grand_total, 2)}</td></tr>`;
$('#item_tfoot').html(tfoot);
// Linked credit notes
@@ -267,7 +311,7 @@
<td>${cn.invoice_number}</td>
<td>${format_date(cn.issued_date)}</td>
<td class="text-end text-danger">${format_number(cn.grand_total, 2)}</td>
<td>${invoice_status_badge(cn.status)}</td>
<td>${invoice_status_badge(cn.status, cn.due_date, cn.payment_state, cn.doc_type)}</td>
<td><a href="<?php echo $server_url?>order/manage_invoice.php?id=${cn.id}"><i class="ti ti-eye fs-5"></i></a></td>
</tr>`;
});
@@ -276,7 +320,6 @@
}
set_mode(inv);
$('#invoice_status_select').val(inv.status);
}
});
}
@@ -289,50 +332,23 @@
checkRequired: 0,
action: 'update',
data: {
id: invoice_id,
due_date: $('#due_date').val().split('/').reverse().join('-'),
notes: $('#notes').val(),
id: invoice_id,
due_date: $('#due_date').val().split('/').reverse().join('-'),
notes: $('#notes').val(),
tax_adjustment: parseFloat($('#tax_adjustment').val()) || 0,
},
onSuccess: function() { retrieve_invoice(); }
});
}
function issue_invoice() {
function void_invoice() {
bootbox.confirm({
message: 'Issue this invoice? It will be sent to the customer.',
message: '<strong>Void this invoice?</strong><br>This action cannot be undone.',
buttons: {
confirm: { label: 'Issue', className: 'btn-success' },
cancel: { label: 'Back', className: 'btn-secondary' }
},
callback: function(result) {
if (!result) return;
ajax_request({
url: '<?php echo $server_url?>order/api/engine/issue_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'update',
data: { invoice_id: invoice_id },
onSuccess: function() { retrieve_invoice(); }
});
}
});
}
function update_invoice_status(status) {
const labels = { 2: 'Mark as Paid', 3: 'Mark as Overdue', 4: 'Void Invoice' };
const classes = { 2: 'btn-success', 3: 'btn-warning', 4: 'btn-danger' };
const messages = {
2: 'Mark this invoice as paid?',
3: 'Mark this invoice as overdue?',
4: '<strong>Void this invoice?</strong><br>This action cannot be undone.',
};
bootbox.confirm({
message: messages[status],
buttons: {
confirm: { label: labels[status], className: classes[status] },
confirm: { label: 'Void Invoice', className: 'btn-danger' },
cancel: { label: 'Back', className: 'btn-secondary' }
},
callback: function(result) {
@@ -342,7 +358,7 @@
autoPrepare: true,
checkRequired: 0,
action: 'update',
data: { invoice_id: invoice_id, status: status },
data: { invoice_id: invoice_id, status: 4 },
onSuccess: function() { retrieve_invoice(); }
});
}
@@ -350,6 +366,19 @@
}
function save_formula() {
ajax_request({
url: '<?php echo $server_url?>order/api/engine/manage_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'save_formula',
data: { id: invoice_id, formula_id: $('#formula_id').val() || null },
onSuccess: function() {
bootbox.alert({ message: 'GL formula saved.', size: 'small' });
}
});
}
function print_invoice() {
if (!invoice_id) return;
window.open('<?php echo $server_url?>order/print_invoice.php?id=' + invoice_id, '_blank');
@@ -357,13 +386,12 @@
$(function() {
if (invoice_id) {
retrieve_invoice();
}
load_dept_cache();
if (invoice_id) retrieve_invoice();
flatpickr('#due_date', { dateFormat: 'd/m/Y', allowInput: true });
});
</script>
</body>
</html>
</html>